Principal Consultant Salary at Calero-Mdsl BETA

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties: Conducts all on-going client meetings once prospect transitions to a client. Solves complicated financial planning, estate, tax, and retirement issues. Monitor lead flow, contact, and follow up. Serves on investment management committee or helps determine firm investment strategies for clients. Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients. Participates and coordinates marketing efforts for the Senior Advisors. Manages all Relationship Managers under their supervision. Facilities all onboarding work for new clients. Coach and mentor Relationship Manager. Assist Marketing with content and content creation. Monitor Opportunities within each client’s portfolio. Monitor sales flow and process and be able to provide innovative ideas to incr

The role of technology in legal functions is growing exponentially and allowing legal departments to transform how they improve their processes, increase efficiencies and transform the future of legal services delivery. If you are someone who thrives in navigating the growing legal transformation through a technology lens and partnering with passionate professionals to help companies achieve their objectives; then we would like to get to know you. Apply now! What you'll do As a professional in Deloitte's Tax Technology Consulting (TTC) team, you will be a part of a team that provides an integrated approach to technology implementations, automation, data wrangling and document extraction and data management and analytics that help legal departments maximize the strategic value to the organization. You will deliver services for companies that streamline their process and increase efficiency; leveraging numerous applications. This is a unique opportunity for you to join a team as it expan

Do you like to be hands-on with technology while leading teams with your strong project manager skills? We need entrepreneurial and passionate professionals to play in this world and lead implementations. What you'll do: As an SAP Specialist Leader, you will contribute to the growth and development of Deloitte Tax LLP in a variety of ways, including: + Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies. + Client Management: Manage the day-to-day interactions with executive clients and sponsors. + Engagement Management: Lead engagement planning and budgeting; mobilize and manage engagement teams; define deliverable structure and content; facilitate buy-in of proposed solutions from top management levels at the client; direct on-time, quality delivery of work products; manage engagement eco

Working within the context of the communities we serve, Stantec provides planning, detailed engineering and design, construction inspection, construction management, program management, and traffic operations services that fill the needs of our clients and advance transportation system experiences. The successful performance of these projects depends on appropriate planning and execution. Our Project Controls Analyst (PCA) will support Project Managers to help ensure the successful financial execution of projects to contribute to the profitability of the company. Joining our team as a Project Controls Analyst offers significant opportunities for mentorship and growth, through working on diverse projects, both small and large, and working directly with internal and external clients. We are committed to fostering a culture of inclusion, empowerment, and thought leadership. Your Opportunity As part of a collaborative project management team, our Project Controls Analysts provide financial

About Us: East House is a leading organization committed to providing comprehensive support and services to individuals in transition to more independent community living. Position Overview: We are seeking a dedicated and compassionate Service Coordinator to join our team at East House. As a Service Coordinator, you will play a vital role in assisting clients in their recovery from mental illness or chemical dependency. Your primary responsibility will be to help clients identify, access, and maintain essential services, including treatment, housing, rehabilitation, and community support, to enable them to lead independent lives and improve their overall quality of life. Key Responsibilities: Client-Centered Service Planning: Collaborate with clients to develop individualized Service Plans aligned with their goals and objectives. Manage a caseload to coordinate a wide range of client services within the community, advocating for mental health, chemical dependency, financial, legal, car

Job Description destinationone Consulting specializes in recruitment across diverse sectors, including CleanTech, Education and EdTech, Government (Municipal, State/Provincial, and Federal), Health and MedTech, Healthcare and Wellness, Legal, Not-For-Profit, and Public Accounting. We are committed to building a robust talent databank, enabling our recruiters to quickly connect job seekers with relevant opportunities as they arise. Our dedication to Integrity, Transparency, and Innovation ensures a professional and honest experience for all candidates. Location: Various locations across New York The Financial Manager/Accountant is responsible for managing the organization's finances, including budgeting, accounting, and financial reporting. This role ensures that the organization's financial operations are conducted in accordance with applicable laws and regulations. Key Responsibilities: Develop and manage the organization's budget. Prepare and analyze financial statements and reports.

Hours: 40 Schedule: Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. Pay: Pay Range: $37.19 - $46.88 Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. Purpose: The role of a Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and client roster. The position is responsible for developing and implementing comprehensive wealth management strategic plans for clients based on unique client financial priorities. Focus on meeting client goals through all life stages, and collaborating with internal subject matter experts. Accountabilities: Business development and client relationship building Provide financial planning detailed process through client discovery and use of confidential client profile and financial planning software, illustrating solutions to fill gaps in achieving goals Pro

The health services that became the Anthony L Jordan Health Corporation (Jordan Health) began more than 100 years ago, in 1904. As one of the first 5 Federally Qualified Health Centers (FQHC) established in the nation, its roots are steeped in service to those who face barriers to health and health care, meeting their need for comprehensive medical, dentistry, behavioral health, and community services. Starting in northeast Rochester, NY, Jordan Health has since expanded to become a network of primary care offices and health centers serving residents living in three quadrants of Rochester, NY and in Canandaigua, N.Y. Jordan Health is now seeking a Per Diem Physician who, under the guidance of the Chief Medical Officer, is primarily responsible for providing high quality comprehensive medical care, as it applies to the context of the whole family, including the organic, mental and social well-being of each patient. If you want to apply your specialized experience and education in an env